Get Fair Market Valuation Form - Evantage - Equity Trust Company

The Fair Market Valuation Form is essential for determining the value of assets held in an account with Equity Trust Company. Properly completing this form ensures compliance with tax reporting requirements and provides clarity regarding asset valuations.

Follow the steps to complete the Fair Market Valuation Form

1. Press the ‘Get Form’ button to acquire the Fair Market Valuation Form and open it in your editing tool.
2. Begin by entering the account holder information. Fill in the account holder's name, account number, email address, and primary daytime phone number in the designated fields.
3. Next, provide detailed asset information. Input the asset number (IRN), purchase price of the asset, and the current asset value. Ensure you describe the asset clearly and attach any necessary supporting documentation for this valuation.
4. Complete the third-party valuator information section. Include the valuator's name, title, full address (city, state, and zip code), and both primary and secondary daytime phone numbers.
5. The valuator must certify their qualifications by signing and dating the form. This asserts that the valuation will be used for reporting purposes to the Internal Revenue Service.
6. In the notary section, the valuator must have their signature notarized on the specified date. This confirms the legitimacy of the signing.
7. The account holder then needs to certify their ownership by signing and dating the form, asserting the accuracy of the information provided.
8. Once all information is completed, review the form for accuracy. Save your changes and decide whether to download, print, or share the completed form.

Complete your Fair Market Valuation Form online today to ensure accurate asset reporting.